# Page 4 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Claritysoft CRM the right Lead Management solution for you? Explore 243 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/123868/Claritysoft-CRM/reviews --- Claritysoft CRM 4.5 (243) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 76-100 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AK Ari K. Energy Consultant Utilities Used the software for: 6-12 months ### "Ari Kapner's review" March 3, 2026 3.0 I'm not a claritysoft expert, that's why we have support staff. I was unhappy with their attitudes to be honest. Pros It was organized and well thought out platform that provided value to our business operations, but the support wasn't great. Cons Felt the support team was burdened by my issues with the platform. Each time I reached out, they would say stuff like "Haven't we already been over this?" Review Source SM Steven M. Technical Service and Application Development Plastics Used the software for: Less than 6 months ### "First Time User" June 24, 2025 4.0 I just started using Claritysoft CRM this year. It is different from the previous software I used in my previous position. However, I have adjusted to the format and enjoy the simplicity of it. Pros I really like the way the pages are organized. Each topic is distinct and the drop-down menu offers several applicable options for category. Cons It does take some time to get used to the software. Some of the options can be challenging to navigate. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) I changed jobs and the new employer used CRM. Review Source JBJ Jillian Banziger J. Territory Manager Medical Devices Used the software for: Less than 6 months ### "Easy to use CRM" June 25, 2025 5.0 The support team more than makes up for it. I always end up speaking with \[sensitive content hidden\] on the helpline, and he’s fantastic! He is thorough, patient, and always makes sure my questions are fully answered. Pros I started using ClaritySoft in February when I joined my company, and I’ve found it incredibly easy to pick up, even as a new user. The interface is user-friendly, and I really appreciate being able to track my open activities and stay organized without getting overwhelmed. Cons One small con is that it doesn’t automatically integrate with Outlook when I receive emails from clients, which would definitely streamline things a bit more. Review Source SS Steve S. Senior Vice President Financial Services Used the software for: 1-2 years ### "Great experience on Claritysoft!" January 20, 2025 5.0 Overall experience has been very positive. Easy to set up, customize, and use on an ongoing basis. Support is easy to reach and always very helpful. Highly recommend. Pros \- Ease of use and customization - Ability to easily make changes on your own - Email outreach integration - Support Cons \- Integration with third party technologies Alternatives considered [Odoo](https://www.capterra.com/p/135618/Odoo/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM Ease of use, customization, email integration, and price. Review Source FC Foy C. business solutions consultant Security and Investigations Used the software for: Less than 6 months ### "Great CRM- wish we had kept it" August 4, 2025 5.0 lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft Pros user friendly, really great customer service there to help with any questions that I had about the program Cons it was slightly time consuming to learn and get the hang of it but once I did I really liked how user friendly it is Review Source DS Dave S. Regional Sales Manager Plastics Used the software for: Less than 6 months ### "Clarity CRM Review" May 23, 2024 5.0 My overall experience has been very positive. When I compare it to the likes of Siebel, Salesforce.com, or Microsoft's version of CRM it's by far and away a much more effective way for me to manage my customers, projects, samples, and opportunities. Pros The software is extremely easy to use and very intuitive. I love that I can download all of my details in Excel or .PDF format. Cons I haven't really run across any issues with CRM. Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) I took a different job, and this is the CRM program we use at Aurora Material Solutions. Review Source JS Jonathan S. Marketer Medical Practice Used the software for: 6-12 months ### "CS User Review" February 9, 2024 5.0 Convenient use for working where I work. Pros How it stores our patient relevant information. Cons How often it signs me out upon little time passing before I take action. Review Source CD Christian D. Director of Strategic Partnerships Information Technology and Services Used the software for: Less than 6 months ### "Simple to Use and Very Powerful" May 22, 2024 5.0 Generally, it's been a pleasure. The CRM isn't complicated. Pros Easy set up and emailing is simple and creating template emails is a breeze. Cons Not enough documentation is available to use the crm on mobile devices Review Source LN Lauren N. Senior Director, Sales Pharmaceuticals Used the software for: Less than 6 months ### "The Best Fit for our small but growing company." March 26, 2024 5.0 Pros From the first Demo with \[sensitive content hidden\] I knew this was the system for our company. I wanted a system that I could FULLY customize, and continue to make changes as the company grows without having to put in a "ticket" and pay to have someone do this change for me. It is extremely easy to navigate, each user can customize their views to what works best for them, the Admin portion is easy to understand make changes, the Customer Service is quick to respond and help you navigate as you set up. The Help Feature is easy to use and provides great information if needed, but I haven't had to visit here much, since the system is so easy to use. Long story short, I LOVE Claritysoft. Cons The only thing I can think of is the alerts coming through as an email vs a pop up like you would find in Teams or Outlook. To be honest there is nothing that I have found that has been a red flag or "wish". Alternatives considered [AtmosAI CRM](https://www.capterra.com/p/10004813/AtmosAI-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Brevo](https://www.capterra.com/p/132996/brevo/)[FreeAgent](https://www.capterra.com/p/122008/FreeAgent/) Reason for choosing Claritysoft CRM \[sensitive content hidden\] was helpful in the whole process and even after we brought Claritysoft on board. Claritysoft offers much more than most other systems. Review Source NR Nettie R. Vice President of Sales Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Best CRM in the market" February 28, 2024 5.0 Exceptional. Will never utilize another CRM moving forward and highly recommend for anyone else seeking a strong CRM. Pros Ease of navigation, search, filter and mass email through Outlook. Dashboard views for all in 1 snapshot of team or individual activity. Automated follow-up features. The onboarding, training and support staff exceeded our expectations. I can call about anything and they are quick to answer and assist directly. Cons Ability to develop reports/charts for tracking sales activity. I'm still learning how to create charts, reports, but wish it was a little easier like the rest of Claritysoft. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM The staff, the CRM features and the reasonable pricing. Switched from [LoadMaster](https://www.capterra.com/p/16847/LoadMaster/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed integration with MS Outlook, ease of use, navigating and KPI performance. Review Source MF Matt F. Support and IT Hospital & Health Care Used the software for: 1-2 years ### "Great product for small to medium businesses." February 8, 2024 4.0 Very good! Aside from the support ticketing platform having some room for improvement, the rest of the platform is very easy to use. Their support team has been awesome at assisting when questions or issues come up. VERY little downtime on their platform. Pros The setup can be done by a single individual with input from key departments. Management of the platform does not require a full time employee for an smaller sized copmpany. Cons Not being able to email back and forth with a customer through their support ticketing platform is a drag. I'm used to Salesforce where the full email integration works seamlessly. This is a very clunky workflow as a result. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) The cost of sales force licenses is very high, and administration is a full time job, plus you need developers and other roles to maintain. Review Source Davina F. Executive Administrator Construction Used the software for: 2+ years ### "The easiest to setup and run" March 2, 2021 4.0 Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received! Pros We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows. Cons Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Claritysoft CRM Claritysoft was less overwhelming and visually appealing. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce was too expensive, too cumbersome and took too long to learn new features. Review Source CE Chris E. Sales Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Using Claritysoft CRM Review" July 13, 2020 5.0 It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft. Pros Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results. Cons I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing. Reason for choosing Claritysoft CRM By far, ease of use and their GUI making it easy to use for the users. We didn't know support was going to be good b/f making the purchase. Cost was very reasonable too. Relatively easy integrating our old data into the new CRM too. Review Source ST Samantha T. Marketing Manager Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Clarity Soft Review" January 17, 2017 3.0 Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training. Pros \- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support Cons \- Simple but limiting layout - Glitches in software - Difficult email integration - Poor sales management Review Source Response from Claritysoft August 1, 2018 Hello Samantha, Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing. The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft. JV John V. CEO & Sr. Consultant Management Consulting Used the software for: 1-2 years ### "Outstanding Customer Support" August 18, 2020 4.0 Our growth has required us to increase our use of ClaritySoft. We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team. Frankly, I can be pretty critical of unresponsive customer support personnel, but the ClaritySoft support team exceeded my expectations from day one. Early on in our use of ClaritySoft, we had a problem that needed to be addressed. What impressed me is that the support team did not abandon the process to solve the problem, and stayed with us until the problem was solved. That type of service does not with many companies but appears to be culturally ingrained at ClaritySoft. Finally, most people don't think of the sales team as part of support, but our sales rep has been an integral part of our continued use of and growth with ClaritySoft. Pros We use the four basic modules, leads, accounts, contacts, opportunities. When set up properly, these modules form a cohesive sequence. The email marketing module is excellent and we have used it extensively. The analytics are excellent. Cons Any new tool can be difficult to get used to. As a company, we didn't have significant experience with CRM's so it took us a while to begin to use the tool. That's not the software, that's the human element. Given our small company size, it was important for us to work with the tool, become familiar with it, and identify the elements that are most important to us. Now, we have purchased the implementation team to help us move from "dabbling" with ClaritySoft to using it to grow our business. If I were to do it again, I would move the initial phase forward faster. We would like to see a simple integration process with tools like LinkedIn Sales Navigator. Review Source MM Marc M. CEO Management Consulting Used the software for: 6-12 months ### "Great CRM for the money - feature rich" March 11, 2021 5.0 As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also. Pros Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process. Cons There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply that stage to both pipelines. If you add an opportunity to the Installer pipeline and put it in stage Select Targets, it will show in both pipelines. This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level. If you Have Pipeline 1 and Pipeline 2, you create stages that are linked only to that Pipeline. This keeps them separate and doesn’t have any stages that would show on multiple pipelines. In the gatewaycomposites database, I created Pipeline 1 and Pipeline 2; I put the Stage AAAA - stage in both and created two opportunities that should be in two different pipelines, this stage shows in both pipelines. When you create an opportunity, you assign it to the Pipeline it belongs to, and then select the stage from that Pipeline. 2. Is it possible to have the notes from all of the contact records from an account shown at the account level? This would give an easy place to see a complete history of notes for an account. The same would be good for Closed activities. Reason for choosing Claritysoft CRM Ease of use, functionality, and cost Review Source MB Mike B. President Information Technology and Services Used the software for: Less than 6 months ### "A Perfect Solutions for the SMBs" April 26, 2021 4.0 We moved from spreadsheets to SalesForce back to spreadsheets to Zoho now to ClaritySoft. ClaritySoft gives me the capabilities I looked for in SalesForce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business. Pros A fully integrated system that scales well allows for the customization for a complete business, but not at the cost of many of the overly complex enterprise systems. I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford. Also, the ongoing training that is provided is EXCELLENT! Thanks, \[SENSITIVE CONTENT HIDDEN\]! Cons The original plan we signed up for didn't have some of the basic capabilities we thought would have been included. Although we weren't "happy", our account manager provided an acceptable solution. Thank you, \[SENSITIVE CONTENT HIDDEN\]! Reason for choosing Claritysoft CRM Best Fit Review Source BS Beth S. Marketing & Design Construction Used the software for: 2+ years ### "Removes painpoints" October 20, 2023 5.0 My overall experience has been relatively painless and MUCH more painless than pretty much everything else I have used. It's great knowing that if I have an issue or cannot figure something out, I can call and speak to a human being who is always very helpful and gets me on the right path. I also like the fact that there is a plethora of educational videos at my disposal. Pros I like being able to keep tabs on our customers and potential customers. I also like having the ability to easily log all interactions with a contact. I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I have been able to get rid of cumbersome and ugly excel spreadsheets. Cons Sometimes claritysoft doesn't work as fast as I do, so changes seem like they weren't recorded. When this happens, I just log out and log back in and then the issue is resolved. Reason for choosing Claritysoft CRM It is my understanding that Claritysoft was selected due to its customizable functionality. Review Source MS Mark S. Manager, Business Development Legal Services Used the software for: 1-2 years ### "Claritysoft CRM-A Very Good CRM System" July 19, 2016 4.0 Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point. We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team. We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer. Pros The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet. Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings. The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around". As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality. Cons We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies). Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word. Review Source DC David C. President Banking Used the software for: Less than 6 months ### "Claritysoft - An Affordable CRM & Awesome Team!" July 7, 2020 5.0 I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me! Pros There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist \[SENSITIVE CONTENT HIDDEN\] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs. Cons The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Nimble](https://www.capterra.com/p/123032/Nimble/) Reason for choosing Claritysoft CRM The professionalism of \[SENSITIVE CONTENT HIDDEN\] and the customization of the software made our decision to go with Claritysoft very easy. \[SENSITIVE CONTENT HIDDEN\] was not high-pressured, she took time to answer ever question. As mentioned previously, Claritysoft is affordable, and having an implementation specialist was very important to assure the software was customized and implemented to meet our company's needs and objectives. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Nimble](https://www.capterra.com/p/123032/Nimble/) HubSpot CRM we could not customize to meet the company needs. The company was paying for software which was difficult to use and rarely used because it did not fit our company. We knew we needed a better CRM and began looking for an affordable alternative. After completing our search, we spoke with \[SENSITIVE CONTENT HIDDEN\] regarding Claritysoft. \[SENSITIVE CONTENT HIDDEN\] took the time to understand the company's needs and suggested and setup a demo of the software. We were impressed with the software, and like we could work with an implementation specialist on customizing the software and provide CRM training. The key to selecting Claritysoft was having an implementation specialist to work with which also sped-up the learning curve. We have been very happy with our decision to go with Claritysoft! Review Source DD Dan D. Sales Printing Used the software for: Less than 6 months ### "Saving your bacon" February 25, 2021 4.0 Pros What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person. Cons So far in my first 2 weeks I've not had any "Cons" to report.. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Avid CRM](https://www.capterra.com/p/20743/Avidian/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reason for choosing Claritysoft CRM First was the great customer service from \[SENSITIVE CONTENT HIDDEN\], and her multiple knowledgeable demos she gave us, really started things off superbly. And the cost for what we need today and the ability to grow their content as we grow as a company was vital.Also I must say that my implementation instructor \[SENSITIVE CONTENT HIDDEN\] is the most patient and friendly instructor I've ever worked with. \[SENSITIVE CONTENT HIDDEN\] helped me accomplish a total data dump from our old CRM "which was a mess of information" into a clear and precise format so we can start this new system on the right foot and make it so simple to document and hopefully grow our business for many years to come. Switched from [PlanPlus Online](https://www.capterra.com/p/132397/PlanPlus-CRM/) 2 main reasons, The cost of PlanPlus was 3-times the cost of ClaritySoft, and the ease of use, since we had 6 users set up on PlanPlus, yet I was the only one using it for the past 4 years. We were sold something that was way more robust than what we needed and way to difficult to maneuver through on a daily basis. Review Source VR Verified Reviewer Estimator Construction Used the software for: 1-2 years ### "A non user friendly CRM system that falls short of basic needs " December 31, 2019 1.0 After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales. Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning. I would not recommend this company. Pros Quotation templates look professional, overall appearance of the dashboard can be customized to each user. Cons This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation. Review Source Response from Claritysoft January 30, 2020 Designing an intuitive and robust CRM solution was our top priority when creating Claritysoft CRM. We pride ourselves in meeting the workflow needs of thousands of satisfied users with unparalleled flexibility. It is frustrating and disheartening on the rare occasion that we hear of users who have experienced difficulty with our solution. Although it's impossible to respond to the specifics of an anonymously leveled critique such as this, we take great exception to details within, and feel it is inaccurate and highly misrepresentative. Ethics in Business and Customer Service are cornerstones of Claritysoft's core philosophy. We bend over backwards to accommodate all of our customers. Reviews are an important source of valuable information and can be an immense help to buyers during the decision-making process. If you are conducting research into CRM solutions for your organization, we would ask that you consider the overwhelmingly positive Claritysoft reviews posted here on Capterra. AI Arthur I. Director of Business Development Biotechnology Used the software for: Less than 6 months ### "Single Source of Truth" August 16, 2023 5.0 Working with \[sensitive content hidden\], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you. Pros Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate. Cons Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM Look back at my comments! Claritysoft delivers and so does it employees. Review Source DB Diane B. Operations Support Specialist Insurance Used the software for: 1-2 years ### "Stone Mountain review by dcb" February 8, 2024 3.0 never heard of CS before this job. Was thrown in and had to learn how to swim and adjust and get the best use out of it. It's a work in progress. I'm looking forward to you next update with more maneuverability in the modules and layouts. (too much wasted real estate in a window for short data fields. Pros I can get a picture of where all the month's work is and what needs tending to Cons Knowledge base is outdated - and not easy to comprehend. I go out to the Clarity training videos, but who has an hour or so to watch them. You need to have short 'how to' videos available. Reason for choosing Claritysoft CRM I wasn't involved in purchase of CRM - that was before I was hired Review Source KD Kymberly D. Assistant Professional Training & Coaching Used the software for: Less than 6 months ### "CRM Handy Tool" May 23, 2024 4.0 Pros Once you get the hang of the interface it’s easy to work with. Cons The lack of updated tutorials to teach the new features of the software and how to navigate the interface with ease. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.